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正海磁材(300224) - 2015年05月20日投资者关系活动记录表
ZHmagZHmag(SZ:300224)2022-12-08 02:10

Group 1: Business Overview - Shanghai Dajun primarily engages in the research, production, and sales of electric motor drive systems for new energy vehicles, covering various downstream demands such as passenger cars and commercial vehicles [2] - The company plans to continue supporting Shanghai Dajun in strengthening its main business, focusing on strategic layout, funding, market, technology, and management [3] Group 2: Financial and Production Capacity - The company will consolidate Shanghai Dajun's financial statements in the second quarter of 2015 [3] - The current production capacity is 6,300 tons, with a high-performance NdFeB permanent magnet material expansion project of 2,000 tons per year underway [3] Group 3: Market Development and Growth Expectations - The company has successfully expanded into the domestic and international new energy vehicle markets, becoming a major supplier of NdFeB to leading manufacturers [3] - The demand in downstream sectors is expected to grow steadily in 2015, with significant increases anticipated in air conditioning, consumer electronics, EPS, and new energy vehicles [3] Group 4: Regulatory Impact - The impact of the cancellation of export tariffs on steel powder, rare earths, tungsten, and molybdenum on the company's business and performance remains to be verified by the market [4] Group 5: Incentive Plan - The recent equity incentive plan involves a total of 95 individuals, including company directors, mid-to-senior management, and core technical personnel [4]